Nasdaq - Delayed Quote USD

Meeder Conservative Allocation Adviser (IFAAX)

23.60 -0.10 (-0.42%)
At close: 8:00:41 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 7.19%
5y Average Return 3.53%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Dec 27, 2024) 10.51%
Worst 1Y Total Return (Dec 27, 2024) --
Best 3Y Total Return 10.51%
Worst 3Y Total Return 0.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IFAAX
Category
YTD
9.37%
3.28%
1-Month
2.12%
0.61%
3-Month
1.38%
3.02%
1-Year
14.14%
11.74%
3-Year
3.05%
6.56%
5-Year
4.23%
5.38%
10-Year
3.29%
4.87%
Last Bull Market
12.26%
8.64%
Last Bear Market
-6.52%
-5.09%

Annual Total Return (%) History

Year
IFAAX
Category
2024
--
--
2023
10.06%
--
2022
-9.94%
--
2021
5.04%
--
2020
6.69%
7.29%
2019
10.51%
11.20%
2018
-2.50%
-3.14%
2017
8.01%
6.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.02% 0.95% 4.94% --
2023 2.08% 1.35% -1.30% 7.78%
2022 -3.81% -6.52% -1.91% 2.11%
2021 0.37% 3.51% -0.44% 1.55%
2020 -6.83% 5.31% 3.24% 5.33%
2019 3.92% 2.57% 1.06% 2.59%
2018 -1.05% 0.09% 2.05% -3.53%
2017 2.95% 0.50% 2.58% 1.76%

Rank in Category (By Total Return)

YTD 9
1-Month 23
3-Month 40
1-Year 11
3-Year 14
5-Year 10

Load Adjusted Returns

1-Year 14.14%
3-Year 3.05%
5-Year 4.23%
10-Year 3.29%

Performance & Risk

YTD Return 7.19%
5y Average Return 3.53%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.50
Morningstar Risk Rating

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family Meeder Funds
Net Assets 147.36M
YTD Return 9.37%
Yield 3.12%
Morningstar Rating
Inception Date Oct 31, 2016

Fund Summary

The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund will have a minimum of 0% and a maximum of 30% of its net assets invested in equity securities or underlying funds investing in equity securities. It will also have a minimum of 70% and a maximum of 100% of its net assets invested in fixed income securities.

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